LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 94 filers reported holding LISTED FD TR in Q3 2021. The put-call ratio across all filers is 0.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,455 | -7.5% | 9,509 | -7.1% | 0.00% | – |
| Q2 2023 | $312,822 | +0.7% | 10,233 | +1.5% | 0.00% | – |
| Q1 2023 | $310,776 | +13.9% | 10,077 | +16.3% | 0.00% | – |
| Q4 2022 | $272,868 | +34.4% | 8,668 | +19.3% | 0.00% | – |
| Q3 2022 | $203,000 | +3.0% | 7,263 | +5.2% | 0.00% | – |
| Q2 2022 | $197,000 | +2.6% | 6,903 | +19.9% | 0.00% | – |
| Q1 2022 | $192,000 | +61.3% | 5,758 | +50.5% | 0.00% | – |
| Q4 2021 | $119,000 | +21.4% | 3,827 | +13.4% | 0.00% | – |
| Q3 2021 | $98,000 | -17.6% | 3,376 | -14.6% | 0.00% | – |
| Q2 2021 | $119,000 | – | 3,951 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 317,283 | $9,265,000 | 5.34% |
| Fiduciary Planning LLC | 209,352 | $6,113,000 | 3.25% |
| TMD Wealth Management, LLC | 261,302 | $7,630,000 | 3.19% |
| All Season Financial Advisors, Inc. | 121,785 | $3,556,000 | 2.86% |
| Sugarloaf Wealth Management, LLC | 308,877 | $9,019,000 | 2.37% |
| EQUITABLE TRUST CO | 1,225,222 | $35,776,000 | 2.28% |
| PECAUT & CO. | 128,879 | $3,763,000 | 2.24% |
| TrinityPoint Wealth, LLC | 354,426 | $10,349,000 | 1.98% |
| SHUFRO ROSE & CO LLC | 566,662 | $16,547,000 | 1.30% |
| Pinnacle Wealth Management Group, Inc. | 43,217 | $1,262,000 | 0.95% |